FundWatcher
Invesco Global Equity Portfolio
Brighthouse Funds Trust I

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIXED INC CLEARING CORP.REPO 0 12,126,309 12,126,309 1.20% $12.13M
APPLE INC 0 20,906 20,906 0.53% $5.31M
CSG NV 0 106,655 106,655 0.28% $2.87M
SK HYNIX INC 0 4,668 4,668 0.25% $2.54M
Deutsche Bank Securities Inc. 0 1,443,086 1,443,086 0.14% $1.44M
Bank Of Nova Scotia NY Agency 0 1,000,000 1,000,000 0.10% $1.00M
TRI PARTY CITIGROUP 0 1,000,000 1,000,000 0.10% $1.00M
TRS CANNABIST CO HOLDINGS INC/THE 0 300,000 300,000 0.03% $300.00K
The Bank Of Nova Scotia, Toronto 0 200,000 200,000 0.02% $200.00K
National Bank Financial Inc 0 50,000 50,000 0.00% $50.00K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIXED INC CLEARING CORP.REPO 13,284,417 0 -13,284,417 0.00% -$13.28M
BlackRock Liquidity FedFund - Institutional Class 4,000,000 0 -4,000,000 0.00% -$4.00M
MONEYMKT 3,000,000 0 -3,000,000 0.00% -$3.00M
UNIVERSAL MUSIC GROUP NV 100,923 0 -100,923 0.00% -$2.64M
TD TRIPARTY MORTGAGE 1,000,000 0 -1,000,000 0.00% -$1.00M
Treasury Repurchase Agreement 448,799 0 -448,799 0.00% -$448.80K
SOCGEN TRIPARTY TSY 26,857 0 -26,857 0.00% -$26.86K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BROADCOM INC 103,014 119,418 16,404 3.66% $1.31M
VISA INC-CLASS A 101,845 106,091 4,246 3.18% -$3.65M
LILLY ELI and CO 33,771 33,794 23 3.08% -$5.21M
INTUIT INC 47,451 68,335 20,884 2.93% -$1.89M
AMAZON.COM INC 132,614 134,628 2,014 2.78% -$2.57M
MICROSOFT CORP 69,041 71,668 2,627 2.63% -$6.86M
SHOPIFY INC CL A 168,073 193,239 25,166 2.27% -$4.13M
MARVELL TECHNOLOGY INC 171,764 182,925 11,161 1.79% $3.52M
LVMH MOET HENNESSY LOUIS VUITTON SE 29,808 30,910 1,102 1.70% -$5.29M
INTUITIVE SURGICAL INC 31,473 33,018 1,545 1.51% -$2.60M
THERMO FISHER SCIENTIFIC INC 28,124 29,080 956 1.42% -$2.00M
LONZA GROUP -REG 21,165 21,975 810 1.39% -$259.97K
MARRIOTT INTL-A 40,758 42,768 2,010 1.39% $1.34M
ARM HOLDINGS LTD 62,030 83,235 21,205 1.25% $5.81M
BOSTON SCIENTIFIC CORP 164,116 169,564 5,448 1.05% -$5.01M
MASTERCARD INC CL A 18,862 19,633 771 0.97% -$958.11K
TJX COS INC 57,874 60,236 2,362 0.95% $729.66K
ADYEN NV 9,105 9,458 353 0.94% -$5.14M
TENCENT HOLDINGS LTD 143,700 149,200 5,500 0.93% -$1.59M
ALLIANZ SE (REGD) 21,507 22,610 1,103 0.93% -$495.27K
BRUNELLO CUCINEL 93,115 97,062 3,947 0.84% -$2.25M
GALDERMA GROUP A 42,095 43,504 1,409 0.84% -$110.88K
SPOTIFY TECHNOLOGY SA 15,445 16,055 610 0.77% -$1.18M
BE SEMICONDUCTOR 34,527 35,983 1,456 0.75% $2.22M
HOYA CORP 41,500 43,400 1,900 0.74% $1.20M
CAPCOM CO LTD 317,400 330,100 12,700 0.69% -$384.76K
ECOLAB INC 24,788 25,737 949 0.68% $339.21K
ASSA ABLOY AB SER B 180,490 187,715 7,225 0.67% -$265.97K
ATLAS COPCO-A 336,815 349,480 12,665 0.61% $112.70K
LAS VEGAS SANDS CORP 34,426 98,135 63,709 0.52% $3.05M
MERCADOLIBRE INC 2,938 3,058 120 0.52% -$630.55K
CADENCE DESIGN SYSTEMS INC 18,239 18,917 678 0.52% -$444.68K
HDFC BANK LTD 626,692 648,348 21,656 0.51% -$1.76M
KEYENCE CORP 13,900 14,400 500 0.51% $63.80K
IDEXX LABS INC 8,681 9,046 365 0.50% -$790.10K
ASML Holding NV 3,549 3,684 135 0.48% $1.08M
STRYKER CORP 13,190 13,728 538 0.45% -$125.01K
LINDE PLC 7,638 8,052 414 0.40% $735.09K
SERVICENOW INC 34,960 36,386 1,426 0.38% -$1.55M
PHATHOM PHARMACEUTICALS INC 239,503 283,184 43,681 0.31% -$827.18K
NINTENDO CO LTD 40,500 41,700 1,200 0.24% -$356.31K
MONCLER SPA 37,579 39,337 1,758 0.23% -$44.50K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHABET INC CL A 426,159 333,167 -92,992 9.49% -$37.58M
TSMC 1,126,000 1,116,000 -10,000 6.23% $7.91M
NVIDIA CORP 322,277 321,215 -1,062 5.55% -$4.08M
META PLATFORMS INC CL A 103,479 88,767 -14,712 5.03% -$17.52M
LAM RESEARCH CORP 231,344 230,190 -1,154 4.87% $9.58M
S&P GLOBAL INC 85,170 85,024 -146 3.58% -$8.34M
ANALOG DEVICES INC 109,593 104,732 -4,861 3.30% $3.60M
Airbus SE 144,797 112,944 -31,853 2.10% -$12.37M
DLF LTD 4,235,101 3,923,665 -311,436 2.08% -$11.41M
SAP SE 68,273 58,805 -9,468 0.99% -$6.75M
JD.COM INC SPON ADR 505,613 307,620 -197,993 0.90% -$5.41M
NETFLIX INC 123,020 91,758 -31,262 0.87% -$2.71M
ESSILORLUXOTTICA 31,364 30,269 -1,095 0.70% -$2.87M
EQUIFAX INC 43,221 38,978 -4,243 0.70% -$2.36M
ICICI Bank Ltd 379,491 258,984 -120,507 0.66% -$4.60M
Amadeus IT Holding, S.A. 109,501 70,508 -38,993 0.40% -$4.02M
IQVIA HOLDINGS INC 21,631 19,077 -2,554 0.32% -$1.62M
Short-Term Investment 3,000,000 1,500,000 -1,500,000 0.15% -$1.50M
MONEYMKT 3,000,000 1,000,000 -2,000,000 0.10% -$2.00M
MSILF-GOVT-INS 3,000,000 1,000,000 -2,000,000 0.10% -$2.00M
State Street Navigator Securities Lending Portfolio II 3,000,000 1,000,000 -2,000,000 0.10% -$2.00M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BERKSHIRE HATHAWAY INC CL A 3 3 0 0.21% -$109.98K

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